Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Prospera Financial Services
Prospera describes itself as a boutique wealth management firm and commits to a 2.5-to-1 advisor-to-home-office staff ratio. It led all IBD Elite firms in producing-rep growth in 2025.
Services Offered
Prospera provides brokerage and advisory platforms, back-office support, technology, and training for independent advisors and their service associates.
Leadership
Tim Edwards, Chairman & Co-CEO; Tarah Williams, President & COO.
Prospera Financial Services in the News
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Sept. 2, 2026
Two advisors from Pennsylvania and New York joined Prospera, bringing a combined $75 million in AUM.
Source: Prospera press release -
Aug. 4, 2026
Abound Advisors, with $300 million in client assets, joined Prospera.
Source: Prospera press release -
Aug. 2026
Prospera ranked No. 1 for producing-rep growth (+27.1%) and No. 3 for revenue growth (+24.4%) in Financial Planning's IBD Elite 2026 study.
Source: Financial Planning (IBD Elite 2026 PDF)
Verify Prospera Financial Services on FINRA BrokerCheck
Before working with any advisor affiliated with Prospera Financial Services, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.